BRSDX Mutual Fund

BRSDX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class A) is managed by MFS Investment Management with $41.4M in net assets. BRSDX expense ratio is 0.99%, holding 291 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2015-09-15.

BRSDX performance shows a YTD return of 10.61%. The 1-year return is 12.84% and the 5-year return is 4.48%. BRSDX dividend yield stands at 0.36%, paid annually.

BRSDX top holdings include Umb Financial Corp. (1.6%), Popular Inc_None_0 (1.5%), Lincoln National Corp. (1.5%), Envista Holdings Corp Common Stock Usd (1.4%), Portland General (1.4%). Go to all BRSDX holdings, BRSDX sectors, or BRSDX dividends.

BRSDX can be compared against other funds. Use BRSDX overlap to find shared positions, or BRSDX vs another fund for a side-by-side view. BRSDX alternatives are available via the screener, along with tax-loss harvesting opportunities.